Bay Harbor Wealth Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Bay Harbor Wealth Management’s Portfolio IDRV Stock Details IDRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.91K	Hold	50	–	–	﹤0.01%	664
2026 Q1	$1.93K	Hold	50	–	–	﹤0.01%	576
2025 Q4	$1.9K	Hold	50	–	–	﹤0.01%	494
2025 Q3	$1.83K	Hold	50	–	–	﹤0.01%	379
2025 Q2	$1.53K	Hold	50	–	–	﹤0.01%	368
2025 Q1	$1.46K	Hold	50	–	–	﹤0.01%	235
2024 Q4	$1.46K	Hold	50	–	–	﹤0.01%	160
2024 Q3	$1.59K	Hold	50	–	–	﹤0.01%	150
2024 Q2	$1.43K	Hold	50	–	–	﹤0.01%	158
2024 Q1	$1.57K	Hold	50	–	–	﹤0.01%	160
2023 Q4	$1.79K	Hold	50	–	–	﹤0.01%	154
2023 Q3	$1.86K	Hold	50	–	–	﹤0.01%	143
2023 Q2	$2.04K	Hold	50	–	–	﹤0.01%	147
2023 Q1	$1.92K	Hold	50	–	–	﹤0.01%	142
2022 Q4	$2K	Hold	50	–	–	﹤0.01%	165
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	169
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	164
2022 Q1	$2K	Buy	+50	New	+$2.43K	﹤0.01%	171
2021 Q1	–	Sell	-6	Closed	–	–	315
2020 Q4	$0	Hold	6	–	–	﹤0.01%	440
2020 Q3	$0	Buy	6 +1	+20%	+$32	﹤0.01%	394
2020 Q2	$0	Buy	5 +3	+150%	+$75	﹤0.01%	377
2020 Q1	$0	Buy	+2	New	+$51	﹤0.01%	363

Other funds holding IDRV

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bay Harbor Wealth Management's IDRV Position: Q2 2026 in Review

Bay Harbor Wealth Management held its iShares Self-Driving EV and Tech ETF (IDRV) position steady in Q2 2026 at 50 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Bay Harbor Wealth Management first reported a position in IDRV in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.04K in Q2 2023. 72 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Bay Harbor Wealth Management held 50 shares of iShares Self-Driving EV and Tech ETF worth $1.91K as of Q2 2026.
Bay Harbor Wealth Management left its iShares Self-Driving EV and Tech ETF share count unchanged in Q2 2026.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #664 holding.
Bay Harbor Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2020 and has held it in 22 quarters since.
Bay Harbor Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $2.04K in Q2 2023.
72 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.